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iShares U.S. Large Cap Premium Income Active ETF
BALI
BALI
142 hedge funds and large institutions have $636M invested in iShares U.S. Large Cap Premium Income Active ETF in 2026 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 81 increasing their positions, 19 reducing their positions, and 14 closing their positions.
New
Increased
Maintained
Reduced
Closed
326% more repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 19
143% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 14
31% more capital invested
Capital invested by funds: $485M → $636M (+$150M)
12% more funds holding
Funds holding: 127 → 142 (+15)
2.91% more ownership
Funds ownership: 72.12% → 75.03% (+2.9%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Holders
142
Holders Change
+15
Holders Change %
+11.81%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
34
Increased
81
Reduced
19
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
+$22.6M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$19.3M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$17.8M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$15.4M |
| 5 |
FMLI
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
+$11.6M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Truist Financial
Charlotte,
North Carolina
| – | -$202K | -6,385 | Closed |
|
|
KAS
152
Kestra Advisory Services
Austin,
Texas
| – | -$95.3K | -3,008 | Closed |
|
|
JFGIW
153
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| – | -$47.9K | -1,500 | Closed |
|
154
Rockefeller Capital Management
New York
| – | -$22.4K | -706 | Closed |
|
|
FFA
155
Farther Finance Advisors
San Francisco,
California
| – | -$10.5K | -332 | Closed |
|
|
OSAM
156
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$2.57K | -81 | Closed |
|